Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-314
Closed -$11.6K 1480
2023
Q4
$11.6K Sell
314
-48
-13% -$1.78K ﹤0.01% 811
2023
Q3
$13.1K Buy
362
+29
+9% +$1.05K ﹤0.01% 755
2023
Q2
$11.9K Buy
333
+41
+14% +$1.46K ﹤0.01% 780
2023
Q1
$10.4K Sell
292
-16
-5% -$569 ﹤0.01% 806
2022
Q4
$10.8K Buy
308
+16
+5% +$562 ﹤0.01% 793
2022
Q3
$9K Sell
292
-2
-0.7% -$62 ﹤0.01% 820
2022
Q2
$16K Sell
294
-80
-21% -$4.35K ﹤0.01% 684
2022
Q1
$20K Sell
374
-338
-47% -$18.1K ﹤0.01% 650
2021
Q4
$39K Hold
712
﹤0.01% 521
2021
Q3
$34K Buy
712
+122
+21% +$5.83K ﹤0.01% 534
2021
Q2
$29K Sell
590
-334
-36% -$16.4K ﹤0.01% 568
2021
Q1
$41K Buy
924
+160
+21% +$7.1K ﹤0.01% 488
2020
Q4
$36K Hold
764
﹤0.01% 458
2020
Q3
$36K Hold
764
﹤0.01% 460
2020
Q2
$39K Buy
764
+6
+0.8% +$306 ﹤0.01% 423
2020
Q1
$36K Buy
758
+432
+133% +$20.5K ﹤0.01% 409
2019
Q4
$19K Sell
326
-655
-67% -$38.2K ﹤0.01% 572
2019
Q3
$52K Buy
981
+646
+193% +$34.2K ﹤0.01% 384
2019
Q2
$17K Sell
335
-19
-5% -$964 ﹤0.01% 537
2019
Q1
$19K Buy
354
+28
+9% +$1.5K ﹤0.01% 455
2018
Q4
$16K Buy
326
+60
+23% +$2.95K ﹤0.01% 489
2018
Q3
$13K Buy
266
+20
+8% +$977 ﹤0.01% 578
2018
Q2
$12K Hold
246
﹤0.01% 575
2018
Q1
$12K Hold
246
﹤0.01% 591
2017
Q4
$11K Buy
+246
New +$11K ﹤0.01% 577
2017
Q3
Sell
-189
Closed -$10K 422
2017
Q2
$10K Sell
189
-161
-46% -$8.52K ﹤0.01% 481
2017
Q1
$18K Sell
350
-450
-56% -$23.1K ﹤0.01% 422
2016
Q4
$39K Buy
+800
New +$39K ﹤0.01% 288
2016
Q1
Sell
-80
Closed -$4K 753
2015
Q4
$4K Hold
80
﹤0.01% 518
2015
Q3
$4K Hold
80
﹤0.01% 473
2015
Q2
$4K Hold
80
﹤0.01% 483
2015
Q1
$5K Hold
80
﹤0.01% 481
2014
Q4
$4K Hold
80
﹤0.01% 431
2014
Q3
$5K Sell
80
-35,114
-100% -$2.19M ﹤0.01% 377
2014
Q2
$2.35M Buy
35,194
+35,069
+28,055% +$2.34M 0.46% 73
2014
Q1
$8K Buy
125
+45
+56% +$2.88K ﹤0.01% 359
2013
Q4
$5K Sell
80
-42
-34% -$2.63K ﹤0.01% 433
2013
Q3
$8K Buy
+122
New +$8K ﹤0.01% 304